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Volunteering and charitable giving; how Marchwood IFA helps

Volunteering and charitable giving; how Marchwood IFA helps

The World Giving Index – is the UK a charitable country?

The World Giving Index is produced by The Charities Aid Foundation (CFA). The index rates 140 countries against three indices: helping a stranger, volunteering time and donating money. This year only half of what the CFA classifies as developed nations were in the top 20. For the first time Indonesia took the top place; with New Zealand and Australia being in the top three.  The UK took sixth place moving five places up the index since 2017; and resting just one place behind Ireland which is in fifth place.

Indonesia indexes as follows: 53% of residents said that they had volunteered, 46% claimed to have helped a stranger and 78% said that they donated to charity. The Charities Aid Foundation believes that the Rohingya crisis in 2017 contributed to Myanmar’s fall to ninth place; which left room for Indonesia to take the top spot.  Six of this year’s top 20 are in Europe. Half of the CFA top giving countries are classified by the United Nations as developed countries. In the UK 33% volunteered, 63% helped somebody and 68% donated money to charity.

Marchwood IFA supporting local sports clubs and Snowdrop

In keeping with the UK’s giving nature here at Marchwood IFA we support local sports clubs and charities. The team at Marchwood IFA dedicate over 300 hours per annum in sports coaching for Chichester Cricket Club Juniors, Chichester Hockey Club Juniors; and Chichester Rugby Football Club Juniors. We also sponsor sports equipment, sports kit and sports clubs to raise funds and reduce the cost of participating for young people.

Our chosen charity of four years’ is the Sussex Snowdrop Trust; a local Chichester-based sick children’s charity Snowdrop.

Help and care is provided to sick children and their families in the home by Snowdrop. Currently there are 76 Snowdrop children that have life-shortening illnesses. The Sussex Snowdrop Trust was set up to provide care for children in the home. There are five Nurses and a Counsellor working on the Snowdrop team. In many cases families want to learn how to use medical equipment, such as nasal gastric tubes for feeding, and need the support of a qualified nurse. Having a sick child can also put a strain on the family’s time; medical carers are able to give parents, guardians and siblings a much-needed break.

Approximately £350,000 is spent annually on direct family care, which includes paying the wages of the Snowdrop Care at Home Team. Very often a family member may have to give up work to free up time to care for a sick child, which means that financial help is needed. Caring for a sick child and getting to hospital can be very costly. By way of example a return taxi fare to Great Ormond Street for a bone marrow or a kidney transplant costs over £160. Parents travel thousands of miles to take their children to hospital; Snowdrop has Family Volunteers who take families to and from appointments in their own cars to ease this burden. Snowdrop has bereavement counsellors and continues to grow expertise in this area.

If you would like to make a donation to the Sussex Snowdrop Trust please click here.

If you would like any advice on critical or serious illness policies, many of which offer automatic children’s cover payable as a lump-sum please contact MarchwoodI FA on 01243 532 635 to arrange a consultation.

As ever we would advise you to speak to an Independent Financial Advisor about your finances. We have specialists that are able to discuss specific options with you.

To discuss Life, serious illness and income protection insurances (to protect a debt such as a mortgage or to make sure that your family is well looked after financially after the death of a parent/partner) or equity release to help you plan for income in retirement please ask to speak to Hamish Gairns.

To discuss mortgages & insurances please ask to speak to James Mayne.

To discuss retirement and investment plans with us please ask to speak to Richard Smith.

We support Chichester Priory Park Cricket Club Lions

Chichester Priory Park Lions T20 cropped

With a strong interest in supporting local youth sports teams, Marchwood IFA is proud to sponsor Chichester Priory Park CC Lions in this season’s NatWest Under 19’s T20 Blast competition.

Following the success of the Indian Premier League (IPL) and Australia’s ‘Big Bash’, our country’s own T20 Blast competition sponsored by NatWest is in full swing and already proving a big hit amongst cricket fans. So when our local cricket club, Chichester Priory Park, was offered the chance to enter a junior version of the T20 Blast, we were excited to assist them. The competition is designed to replicate the professional experience through crowd participation, music and white ball cricket played in coloured team strips. With the competition including teams from across the country this is sure to be a success.

Our financial assistance has enabled the team to purchase their very own green and blue kit so they can fully participate in the tournament experience.

The idea behind the U19 competition is a serious one and follows research by the England and Wales Cricket Board (ECB) into playing habits for junior cricketers. This research revealed that junior cricketers wanted a competition for themselves beyond Under 15 level, based on a shorter, more exciting game.

The tournament format is a group stage where every team plays each other twice. The winners of each group will play on finals day at Sussex Cricket Club home ground, Hove.

Following one win and one loss the Lions’ next game is at Priory Park, Chichester, on Sunday 5th July, starting at 10am against top of the table Worthing Wizards.

The tournament is a great way for youngsters to enjoy playing and watching cricket, so get down and support your local team.

Marchwood IFA – Five Years Old This Month

marchwood photo2

In July 2009 the UK economy was in a very different state than it is today. We were still trying to come to terms with the shock of the base rate dropping to 0.50% and the phrase “credit crunch” was never far from any financial commentator’s lips. Borrowing had fallen significantly and savers had little to cheer in terms of investment returns. I am sure we could have a picked a better time to launch a financial advisory business but we were confident that, in the face of uncertainty and confusion, there would be customers that needed our help.

Five years later the UK economy is finally in recovery mode and we are very proud to say that our business has gone from strength to strength in that time.  The financial services industry continues to face many challenges, however. We have seen the introduction of tighter regulatory controls, more restrictive lending and an increasingly complex choice of options. There has been a loss of confidence in the banks following the payment protection insurance mis-selling saga and the availability of “advice” on the high street has diminished.

We are therefore confident of our ability in the next five years – and beyond – to fill the gaps left by the bigger institutions and to continue to help our customers through the provision of independent, sound and practical advice.

Here are our last 5 years in term of numbers:

  • £12.4m funds under management (“money invested “) which includes pension funds
  • Over 850 mortgages – adding up to £200 million of mortgage lending – completed
  • 314 specialist buy to let mortgages making up a significant proportion of the 850 total
  • 407 life assurance plans placed

Even more important than these figures, however, are the hundreds of satisfied customers who trust Marchwood IFA to give them professional, independent financial advice about mortgages, pensions, investments, equity release and protection insurance. Here are just four customers of many who have taken the trouble to thank us personally.

“With the economy at an all-time low, setting up as a Financial Advisor 5 years ago seemed less than sensible. However, the professionalism & plain good advice given by Marchwood from the beginning made it obvious that these guys were going to see things through. Never afraid to be honest or take a chance, I’ve never been anything other than totally satisfied with everything they have ever helped me with . . . in fact there’s a rather nice holiday planned next year thanks to yet more solid, sound advice! Good luck & here’s to the next 5 years.”

(Paul Thrower, Bristol)

“My congratulations to Marchwood on their first five years, and all my very best wishes for their continuing success.”

(Barbara Browne Weston-Super-Mare)

“We feel so lucky that we chose Richard Smith and Marchwood for our independent financial advice.  We have always had excellent assistance for investments, pensions, and mortgage advice.  Everything is always explained so we are clear on the options we have, and the best choice for our preferred risk level.   I don’t hesitate to recommend them to both friends and family.”

(Chris Leadbetter, Worthing)

“I have worked with Marchwood for the last five years.  They have assisted me with both business and personal financial advice.  Through that time, I have found them to be professional, thorough and knowledgeable and have had no hesitation in recommending them to colleagues and family.”

(S Fairley, Director, White Pebble International, Chichester)

Here at Marchwood IFA we are delighted to have advised so many clients in our first five years. We never forget that you have a choice of who to trust and use for financial advice and we thank you for choosing us. We will try to repay your trust by giving you sound advice for as long as you need it.

Here’s to the next five years!

The Directors of Marchwood IFA

 

Marchwood IFA raises £500 for Sussex Snowdrop Trust

Two directors of Chichester-based Marchwood IFA, James Mayne and Hamish Gairns, competed in the Chichester Half-Marathon on Sunday 13th October in aid of the Sussex Snowdrop Trust (www.thesussexsnowdroptrust.co.uk) a unique charity providing ‘Care at Home’ for local children who have a life-threatening illness or who may be terminally ill. Braving heavy rain and a stiff breeze, they managed to finish the event in a very respectable time of just under 2 hours.

Mortgage advisor, James Mayne, commented “It was hard going and I’ve been paying for it ever since but we are both pretty pleased with that effort.”

Pension and investment specialist, Hamish Gairns, added “It’s a really worthwhile local charity, so we’re delighted to have raised £500. We’d just like to thank our sponsors for their generosity – and there’s still time to give if you haven’t already at www.justgiving.com/marchwood

The company is also offering to donate a further £50 to the Sussex Snowdrop Trust for every critical illness policy sold between now and 31st December 2013 which includes critical illness cover for children. Contact info@marchwoodifa.co.uk for more details.

 

Marchwood Men Run For Charity In The Chichester Half-Marathon

Two directors of Chichester-based Marchwood IFA, James Mayne and Hamish Gairns, are running in the Chichester Half-Marathon on Sunday 13th October in aid of the Sussex Snowdrop Trust (www.thesussexsnowdroptrust.co.uk) a unique charity providing ‘Care at Home’ for local children who have a life-threatening illness or who may be terminally ill. They have raised over £150 so far and are aiming to hit the £500 target by the day of the race.

Managing director and mortgage advisor, James Mayne, commented “It’s quite a challenging course because it includes the climb up to the top of the Trundle Hill above Goodwood. To be honest, just running up there will feel like a victory of sorts.”

Pension and investment specialist, Hamish Gairns, added “It’s a really worthwhile local charity, so we’ll get round somehow, even if I have to carry James the last few miles.”

James and Hamish’s Just Giving page can be found here: www.justgiving.com/marchwood

The company is also offering to donate a further £50 to the Snowdrop Trust for every critical illness policy sold between now and 31st December 2013 which includes critical illness cover for children. Contact info@marchwoodifa.co.uk for more details.

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